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Craig B

Series 63, Series 66

St. Louis, MO

Edward Jones

Craig Brannam is a financial advisor at Edward Jones in St. Louis, MO, with 22 years of industry experience. He has held positions at Wells Fargo Clearing Services, Kennedy Capital Management, Inc., and SCOTTRADE before joining Edward Jones in 2020. Brannam serves as president on the board of directors for the Chandler Ridge Homeowners Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael L

Series 66

Webster Groves, MO

Edward Jones

Michael Lodes is a financial advisor with Edward Jones in Webster Groves, MO. He holds a Series 66 designation and has been with Edward Jones since 2022, with additional experience at Shine/Radiant Development Group and Redemption Song. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Robin P

Series 63, Series 65

St. Louis, MO

OSAIC

Robin Porschen is a financial advisor with OSAIC in St. Louis, MO, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at LPL Financial and SagePoint Financial, and he has been involved with UHY Advisors since 2001. Outside of advisory work, he is also an insurance agent. OSAIC serves a broad client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated financial advisers. The firm employs a variety of investment tools and platforms to construct diversified portfolios and provides access to third-party money managers and managed-account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daniel P

Series 66

St. Louis, MO

Edward Jones

Daniel Prudlow is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Prudlow is involved in content creation focused on woodworking, producing and posting project videos to his website and YouTube channel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Erin S

Series 66

St. Louis, MO

Edward Jones

Erin Smothers is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and previously worked at Arthur J Gallagher from 2015 to 2018 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Adam H

Series 66

St Louis, MO

Thrivent Investment Management

Adam Hautly is a financial advisor with Thrivent Investment Management in St. Louis, MO. He holds a Series 66 designation and has 12 years of industry experience, all with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive goal-based financial analyses and planning without discretionary trading authority. The firm’s services can be combined with managed accounts under a consolidated billing option called “WealthPlan,” while maintaining planning and asset management as separate offerings.

Business ownership considerations
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Irvin L

Series 66

St. Louis, MO

Edward Jones

Irvin Lambrecht III is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Bravo Brio Restaurant Group for three years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, corporate, and charitable clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Danny R

Series 63, Series 65

Swansea, IL

LPL Financial

Danny Reeves is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wayne Hummer Investments L.L.C. for 19 years. Outside of his advisory work, he is a business owner of FitZone 161 in Germantown, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Charles W

Series 66

St. Louis, MO

Edward Jones

Charles Waldron Jr. is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Samuel S

Series 66

St. Louis, MO

Edward Jones

Samuel Stufflebam is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2012. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Maria A

Series 63, Series 66

Des Peres, MO

LPL Financial

Maria Ashley is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Eagle Strategies (NY Life), Marco Financial, LLC, and New York Life Insurance Company. She is also involved with Marco Financial, LLC in capacities beyond her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, employing both discretionary and non-discretionary management and utilizing research from multiple sources to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Michelle S

Series 63, Series 66

O'Fallon, IL

STIFEL

Michelle Sabo is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Stifel Nicolaus & Co Inc since 2021, following tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she mentors high school students through the Belleville CEO Mentoring Program. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to support client decisions.

General retirement planning Income planning
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Krunal S

Series 66

St. Louis, MO

Edward Jones

Krunal Shah is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years of industry experience. He previously worked at Citigroup for two years and spent three years at Washington University in St. Louis before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Miao S

Series 66

St. Louis, MO

Edward Jones

Miao Sun is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. Sun has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey S

Series 63, Series 66

St. Louis, MO

Edward Jones

Jeffrey Syron is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jason B

Series 66

St. Louis, MO

Edward Jones

Jason Browning is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Based in St. Louis, MO, Browning operates within a large institutional firm that serves a broad range of clients. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies and advisory services under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors and extensive affiliated capabilities beyond traditional advisory functions.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kolin K

Series 66

St Louis, MO

Edward Jones

Kolin King is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for ABF Security Inc. and has served as a baseball coach at Saint Louis University High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robin H

Series 63, Series 65

Belleville, IL

Raymond James & Associates

Robin Heiken is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Raymond James & Associates since 2013. He serves as a co-trustee of a family trust for his deceased father, a role in which he is not compensated. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and advisory services that are generally non-discretionary, supported by a range of portfolio management styles and proprietary research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Matthew R

Series 66

Columbia, IL

Edward Jones

Matthew Reinholz is a financial advisor with Edward Jones in Columbia, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Buckeye International for eight years and at Southern Illinois University Edwardsville for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and a proprietary money market fund, managing approximately $1.01 trillion in assets.

Retirement income strategy Business exit / sale strategy Business succession planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Christine K

Series 66

St. Louis, MO

Edward Jones

Christine Klopstein is a financial advisor at Edward Jones with 16 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, she serves as Treasurer for the PTA/Ladies Guild at Sacred Heart Florissant, managing expenses and budgets for community events. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm offers various investment strategies and advisory services, supported by a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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